The 3P's of Quotes
Hi all, I get quotes filled a lot. I have a methodology because some of the projects I run remotely. Others I'm there on site. The 3P's stay largely the same.
If I haven't met the person - I send the plans, the brief and the scope with a little note of what I need priced up. It's just a pack of info which includes my site information etc.
Price - have a price that is easily comparable. inclusive or exclusive of tax (let them tell you what it is). Note we don't make decisions purely on price.
Professionalism - how professional is this person, do you like the format and style of the quote and the engagement before you sign? Some trades are giving you quotes on the back of an envelope, or worse still... verbally. Others go to the effort of recording you a quote video explaining what problems they'll solve for you and what it will cost. They are clear and may follow up with a written note also. You expect a level of professionalism consistent with how you operate and what you trust. The Third P is the hardest to quantify. It can come down to a gut feel.
P is for Personality – Can you work with this person? Do you trust them? Do you feel heard? Could you have a difficult conversation with them if something goes wrong? If the relationship doesn't feel right from the outset, it rarely improves later.
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The 3P's of Quotes
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